EWM
MTUS icon

Evercore Wealth Management’s Metallus MTUS Stock Holding History

Evercore Wealth Management’s Portfolio MTUS Stock Details MTUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,750
Closed -$27K – 825
2017
Q4 		$27K Buy
+1,750
New +$26.6K ﹤0.01% 675
2014
Q4 		– Sell
-222
Closed -$10K – 1011
2014
Q3 		$10K Buy
+222
New +$10.3K ﹤0.01% 820

Other funds holding MTUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BPM
Bronson Point Management Fairfield, Connecticut $8.26M AUM 46.43% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

Evercore Wealth Management's MTUS Position: Q1 2018 in Review

Evercore Wealth Management sold out of Metallus (MTUS) in Q1 2018, closing a stake of 1,750 shares — an estimated $27K sold.

Evercore Wealth Management first reported a position in MTUS in Q3 2014 and held it in 2 quarters. The position peaked at $27K in Q4 2017. 168 funds tracked by Wall St. Rank hold MTUS as of Q1 2018.

  • Evercore Wealth Management reported no remaining Metallus position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 1,750 Metallus shares in Q1 2018, an estimated $27K.
  • Evercore Wealth Management first reported a position in Metallus in Q3 2014 and held it in 2 quarters.
  • Evercore Wealth Management's Metallus position peaked at $27K in Q4 2017.
  • 168 funds tracked by Wall St. Rank held Metallus as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.